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Senior Product Manager, Wealth Management

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

What’s the role?

At Northwestern Mutual, we’re changing the way people think about financial planning with the scale of a Fortune 100 company. We’re redefining and disrupting the industry and changing people’s financial lives with better experiences and better technology. We believe in building inclusive, and diverse workplaces, where every voice is heard. Come help us build for the future!

As a Sr. Product Manager, you will own the experience of a set of core wealth management capabilities for our rapidly expanding wealth management business. You will focus on building a user-experience led set of wealth management capabilities and help modernize our legacy systems and enhance our experiences across both our Field and Client/Customer users. This individual will influence and partner with a cross-functional team of Financial Advisors, Software Engineers, Designers, Technology Vendors, and Business Partners in an agile framework to deliver user value and business outcomes. Strong product fundamental, accompanied by wealth management experience will need to be supplemented with effectively communicating vision and aligning teams around shared goals. For the right candidate, this role presents an opportunity to build game-changing technology for Northwestern Mutual’s Financial Advisors and Clients.

Primary Duties & Responsibilities:

  • Set Product Vision : Responsible for product vision and appropriate positioning with key stakeholders across the organization.

  • Develop Roadmap : Accountable for development, acceptance and communication of roadmap. Define and track KPIs for measure of success

  • Gather Requirements : Able to participate in cross functional work to solicit key requirements relative to the accountable product.

  • Define the product : Responsible for multiple low to medium complexity products and product features from start to finish.

  • Stakeholdering : Awareness and ability to articulate the product story to a broader audience outside the internal team - additional experience and maturity in the domain.

  • Design Partnership : Partner with design to ensure cohesive future state user visions and experiences are aligned with a quarterly vision with an understanding of the total design process.

  • Author User Stories : Translate requirements to technical details to build and validate use cases and user stories around a product and communicate them effectively

  • Data & Customer Research : Inform product decisions with both qualitative and quantitative data on behavior and experimentation

  • Feature Prioritization : Develop and maintain multiple prioritized backlog of user stories for implementation according to business value or ROI

  • Facilitate ceremonies : Facilitate the daily Scrums, Sprint Planning Meetings and Sprint Reviews and Retrospectives

Bring Your Best! What this role needs:

  • 4-5 years of prior experience with at least 4 working in a Product Management Role, with agile team experience.

  • Experience creating and managing full profit & loss (P&L) statements.

  • Demonstrated cross functional work in previous experience along with strong communication skills, time management, project management skills, business acumen and high self-awareness/EQ. Previous research experience, influence skills, initial leadership exposure, ability to translate product requirements into technical requirements, and work in ambiguity and solutioning.

  • Solves complex problems; takes a new perspective on existing solutions; exercises judgment based on the analysis of multiple sources of information.

  • Knowledge Preferred: formal business analyst, engineering or testing experience. Knowledge of the financial services industry, familiar with BI tools. Certification or experience with Product Owner or Scrum Master role.

  • Education: Bachelor’s degree or equivalent experience.


This job is not covered by the existing Collective Bargaining Agreement.

Required Certifications:

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We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in Colorado or outside of a Corporate location, please click here for information pertaining to compensation and benefits.


We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.